Request Details View
The Request Details page provides a complete view of a request, with submission information, workflow details, and discussion activity. Power Users can review request information, track progress, collaborate through comments, and update request properties directly from this page.
Users can open the Request Details page by clicking a request card from the Work Management Board or List View.
Editable Request Header
The Request Header displays the request title. The title can be edited directly from this section to update the name of the request.
Submission Details
The Submission Details section displays the information provided when the request was submitted through the intake form. This includes details related to the request along with any supporting documents attached during submission. Supporting documents can be opened directly from this section.
Custom Fields
The Custom Fields section displays additional request details configured to capture information relevant to internal workflows.
Approvers
The Approvers section shows the users assigned to review and approve the request as part of the approval workflow.
Internal Targets
The Internal Targets section displays the resolution target and tracks the request’s progress against the defined turnaround timeline
Subscribers
The Subscribers section shows the users who are following the request and will receive notifications when there are updates or activity on the request. Subscribers can include both Power Users and Business Users, ensuring that relevant stakeholders stay informed about progress and discussions related to the request.
Request Properties
The Request Properties panel on the right side of the page displays key information associated with the request. These properties are editable, allowing Power Users to update request details as the request progresses through the workflow.
Common properties include Status, Priority, Assignee, Due Date, Board, Requestor, and Created On. Clicking on these properties opens a dropdown, allowing users to update their values directly from the panel.
Status Times
The Status Times section provides a detailed breakdown of how long a request has spent in each stage of the workflow. This is derived from timestamp-based audit logs and enables teams to accurately track responsiveness and turnaround times.
Each time a request moves between workflow stages, the system records timestamps and calculates the duration spent in each stage.
For every request, users can view:
Time spent in each status A breakdown of duration across all workflow stages, having status types Not Started, In Progress, and Waiting.
Cumulative time per status If a request re-enters a stage, time is aggregated and shown as a total
Total request duration (including waiting time) End-to-end lifecycle time, including delays from waiting states
Active processing time (excluding waiting time) Time spent excluding waiting-type statuses (e.g., awaiting input or external dependencies)
On Request Cards (Board View) and List View Hover over a request card (Board View) or a request row (List View) to view Status Times across all workflow stages in a quick summary. Hovering over the timestamp will display the full breakdown across all stages.
In Analytics
Status Times are also available in Analytics, where users can view aggregated insights such as Average Time and Median Time spent in each status.
Discussion
The Discussion section enables collaboration on a request through two types of comments: Internal Legal Department comments and Requestor Comments. This allows teams to manage both private internal discussions and external communication with the requester.
Users can select the appropriate comment channel before posting:
Internal Legal Department comments are visible only to Power Users and are used for internal collaboration.
Requestor Comments are visible to the requester (Business User) and are used to share updates.
Users can also @mention other users within comments to notify them and bring them into the conversation.
Export Request Details
Power Users can export the details of an individual request as a CSV file.
To export a request:
Open the request by clicking on a request card from the Work Management Board or List View.
In the top-right corner of the Request Properties panel, click the three-dot menu.
Select Export to Excel.
The request details will be downloaded as a CSV file to your device.
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